CapitalPro
CapitalPro empowers financial advisors to expand their client reach by tearing down the time and cost constraints that limits their growth.
Business Model:
Revenue: $0
Employees: 11-50
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Detailed CapitalPro Information
Geographic Data
Address:
City: Sunnyvale
State: California
Zip:
Country: United States
Financial Info
Stage:
seed
Raised Last:
$25k
Raised Total:$25k
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0Website Monthly Traffic
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Description
CapitalPro empowers financial advisors to expand their client reach by tearing down the time and cost constraints that limits their growth. CapitalPro provides a digital wealth management platform for financial institutions in Latin America that automates client on-boarding, risk profiling, and the asset allocation, management, and rebalancing of a diversified and personalized portfolio. Through its software, the company elaborates and manages investment portfolio in a completely automated way. It allows financial institutions to generate more revenue by increasing their client reach and allowing them to serve smaller accounts without increasing operating costs or incurring their financial advisors&s; time. CapitalPro charges a monthly subscription based on the number of accounts with funds plus an installation cost.
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| Announced Date | Company | Transaction | Money Raised |
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| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 7/2017 | Seed Round | 1 | $25k |
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